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Rick Ferri - Trainer and instructor
Rick
Ferri
CFA
Founder and CEO
Ferri Investment Solutions
Finance and Investment, Portfolio Management, portfolio management techniques, Portfolio strategy, Exchange-traded funds, Index Funds

Author, adviser, and Bogleheads podcast host helps you create more wealth with simple investments

United States
Global
English
Gold

Member
Lynn Raebsamen - Trainer and instructor
Lynn
Raebsamen
CFA
Financial Services, Portfolio Management, Asset classes and valuation, Wealth Management, Markets and economics, Investment Decision Making

I'm an investment pro in a unique position to connect East and West.

Hong Kong S.A.R. (China)
Europe
South-East Asia
Middle East, Africa
English
German
Chinese
French
Gold

Member
Alicia Garcia-Herrero - Public speaker
Alicia
Garcia-Herrero
Chief Economist Asia Pacific
Natixis
Economics, Emerging Markets, International Economics, Macroeconomics, Banking, Econometrics

After more than 1000 speaking engagements globally, I am passionate for inspiring new ideas

Hong Kong S.A.R. (China)
Global
English
Spanish
French
Italian
German
Gold

Member
Niall OMalley - Trainer and instructor
Niall
OMalley
Portfolio Manager
Blue Point Investment Management
Macroeconomics, Market Structure, Financial Analysis, Equity research, Due diligence, Risk Management

Presentations combine history, economics and finance. Strong audience engagement.

United States
Global
English
Gold

Member
Raymond Rondeau - Trainer and instructor
Raymond
Rondeau
AAII Senior Technical Analyst
American Association of Individual Investors
Technical Analysis, Investment Decision Making, Hedge Funds, Risk Management, Portfolio Management

Over the last 19 years, Ray has delivered more than 160 investment lectures across the US & Canada.

United States (Massachusetts)
Europe
North America
South America
Central Asia
South-East Asia
India
Australia & New Zealand
English
Gold

Member
Iain Fraser - Trainer and instructor
Iain
Fraser
PMP
Consultant/Speaker/Author
Jacobite Consulting Ltd
Portfolio Management, Program Management, Value Management, Business Strategy

Hugely experienced speaker and trainer. Fun & smart with global experience. Published author.

New Zealand
Europe
North America
Central Asia
South-East Asia
Middle East, Africa
Australia & New Zealand
English

Member
Robert Hagstrom - Trainer and instructor
Robert
Hagstrom
CFA
Chief Investment Officer
EquityCompass
Global Investing, Investment Philosophy, Economics, Chief Investment Strategist, Portfolio Management, Financial Services

Author of nine investment books, including the New York Times bestseller The Warren Buffett Way.

United States (Pennsylvania)
Global
English
Gold

Member
Christopher K. Merker - Trainer and instructor
Christopher K.
Merker
Ph.D., CFA
Executive Director
Fund Governance Analytics, LLC
Investment Management, Portfolio Management, Asset Management, Wealth Management, Finance, Startup

All things related to governance and sustainability in investment management look no further.

United States
Global
German
English

Member
Paul Bouchey - Trainer and instructor
Paul
Bouchey
CIO
Parametric
Portfolio Management, Quantitative Investing, Portfolio strategy, Diversification and portfolio strategies, Emerging Markets, Commodity market analysis

Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.

United States
Europe
North America
Australia & New Zealand
English
Gold

Member
Eric Bissonnier - Trainer and instructor
Eric
Bissonnier
CFA
Speaker
Society Speaker Directory
Portfolio Management, asset allocation, Risk Management, Due diligence, Manager Selection, Alternative Investments

Extensive hands-on experience in subject matter, and delivering to any types of audience.

Switzerland
Europe
North America
Central Asia
Australia & New Zealand
Middle East, Africa
French
English
Gold

Member
Carol Schleif - Trainer and instructor
Carol
Schleif
CFA
Deputy Chief Investment Officer
Abbot Downing
Financial Services, Portfolio Construction, Portfolio Management, Avoiding Common Investment Miistakes, Chief Investment Strategist, Money Management

Experienced, high energy investment professional with 35 years front line experience in strategy dev
Global
English
Gold

Member
Spyros Ktenas - Trainer and instructor
Spyros
Ktenas
Researcher
Ionian University
Project Management, Program Management, Portfolio Management, Health IT, Project Leadership, Risk Management

Project/Program/Portfolio leader, one of the very few certified Portfolio Managers.

Sweden
Global
Greek
English

Member